Onboard new customers to provide them with personalized financial services. Ask about their personal data and preference.
This finance portal onboarding template helps you welcome new customers onto your platform while learning about the customers’ demographics, financial situation and what they need help with.
Onboard new customers who sign up to your finance platform - in an automated, branded and personalized way.
Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.